HomeMy WebLinkAbout121018_ra03615 Sheridan Street
Port Townsend, WA 98368
eAsaz www.JeffersonCountyPublicHealth.org
Public He� December 4, 2018
JEFFERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
AGENDA REQUEST
TO: Board of County Commissioners
Philip Morley, County Administrator
FROM: Stuart Whitford, Director, Environmental Public Health
Tami Pokorny, Natural Resources Program Coordinator
DATE: December 10, 2018
SUBJECT: Conservation Futures Presentation and Resolution —
Recommended Changes to Program Materials and Initiating the
2019 Conservation Futures Fund Application Cycle
STATEMENT OF ISSUE:
Environmental Public Health management requests the opportunity to present recommended changes to
the Conservation Futures Program materials for 2019 and to request BoCC signature on a resolution to
begin the 2019 Conservation Futures Fund application cycle.
ANALYSIS/STRATEGIC GOALS/PRO'S and CON'S:
The Chair of the Conservation Futures Citizen Oversight Committee, David Wilkinson, will present the
Committee's recommended changes to the CF Manual, Application and Score Sheet. The most significant
changes are a new scored question #7 to summarize the project's conservation value and a new section in
the Program Manual that creates a process for addressing project changes. The recommendations were
finalized at the Committee's October 10, 2018 meeting.
The draft resolution adopts the final draft program materials; sets a conservation futures application
period of January 9 - March 22, 2019; and estimates the amount of funding available to 2019 projects at
$205,000. Of this amount, up to $30,600 (15% of projected CCF 2018 revenue) is eligible to operations
and maintenance.
FISCAL U"ACT/COST BENEFIT ANALYSIS:
The presentation, proposed changes, and resolution do not impact to the county's General Fund. The
Conservation Futures Program is funded by the Jefferson County Conservation Futures Tax Levy. The
estimate of available funds for 2019 projects was calculated using a projection of 2018 revenue to the
Conservation Futures Fund, previously budgeted project expenses, staff and other anticipated program
costs. The final figure for funds available to new projects will be recalculated prior to project ranking.
Community Health Environmental Public Health
Developmental Disabilities 360-385-9444
360-385-9400 (f) 360-379-4487
360-385-9401 (f) Always working for a safer and healthier community
RECOMMENDATION:
Environmental Public Health management recommends hearing the presentation and BoCC approval of
the resolution to begin the 2019 Conservation Futures Funding Cycle.
REVIEWED BY:
4ilip Mor y, Admin'
Community Health
Developmental Disabilities
360-385-9400
360-385-9401 (f)
Always working for a safer and healthier community
Environmental Health
Water Quality
360-385-9444
(f) 360-379-4487
615 Sheridan Street
Port Townsend, WA 98368
y www.JeffersonCountyPublicHealth.org
Public Hera tfi
TO: Board of County Commissioners
Philip Morley, County Administrator
FROM: David Wilkinson, Chair, Conservation Futures Citizen �,d
Oversight Committee
Tami Pokorny, Natural Resources Program Coordinator
DATE: December 4, 2018
SUBJECT: Conservation Futures Citizen Oversight Committee — Program
Recommendations for the 2019 Funding Round
As Chair of the Conservation Futures Citizen Oversight Committee (CF Committee), I'm pleased to
present our recommendations for program process and materials changes for the 2019 finding cycle.
Every fall, we review the previous funding round and develop suggestions for improvements to be
implemented in the following year. A program review subcommittee met September 19 and 26 and
presented their suggestions to the full committee for discussion and approval on October 10.
Recommendations for changes to the 2018 Program Manual, Application and Score Sheet are identified
in Track Changes for 2019. Many are simple updates or administrative in nature. The substantive changes
may be summarized as follows:
Program Manual:
1. On page 11, the Annual Reports section has been revised for clarity and consistency.
2. On page 12, a new section has been added, Program Changes. This section addresses the process
by which sponsors may initiate, and the CF Committee and staff may review and respond to,
proposed project changes. Requests for parcel substitution, increased funding, reduction in
matching amount, and loss of conservation value are considered to be particularly significant. The
process outlined will lead to Committee recommendation(s) for consideration by the BoCC and
assessment of the need for related updates to program materials.
Program Application:
1. A new, scored question 7 was added on page 4, "Summarize the project's conservation values
and how the CF funds requested support these values." We felt this question was needed as a sort
of 10,000' assessment of the overall merit of the project.
2. On page 5, the question lOb on agriculture projects was revised to include discussion of
landowners' past record of implementing practices to protect soils, water quality, and watershed
function as well as wildlife habitat.
3. On page 5, the question l Oc now asks how the farm acquisition would likely prescrvc and/or
enhance conservation values into the future.
Community Health
Developmental Disabilities
360-385-9400
360-385-9401 (f)
Always working for a safer and healthier community
Environmental Public Health
360-385-9444
(f) 360-379-4487
20199 Jefferson County Conservation Futures Program
Property Acquisition and/or
Operations and Maintenance Project Application
Please complete the following application in its entirety. Be sure to answer NIA "for questions that don't apply
to the project. Incomplete applications will not be accepted for consideration.
Unless directed otherwise, use as much space as needed to answer each question.
Contact program staff at 379-4498 or tpokorny(Wco.iefferson. wa.us with questions.
Background and Eligibility Information
1. Project Title:
2. Conservation Futures Acquisition Request:
Conservation Futures O&M Request:
3. Total Conservation Futures Request:
4. Please indicate the type of interest contemplated in the acquisition process.
Warranty Deed Easement Other (Please describe below)
In whose name will the property title be held after acquisition?
5. Applicant Information
Name of Applicant or Organization:
Contact:
Title:
Address:
Phone: ext. Fax: ext.
Email:
6. Sponsor Information: (if different than applicant)
Organization Name:
Contact:
Title:
Address:
Phone: ext. Fax: ext.
Email:
This application was approved by the sponsor's legally responsible body (e.g., hoard, council, etc) on
120
7. Site Location
Street Address or Description of Location:
Driving Directions from Port Townsend
1
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
Section:
Township:
Range:
Assessor's Parcel Number(s):
Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with
CF funds or used as match.
Please list the assessed values for each property or APN, as applicable.
8. Existing Conditions
New Site: Yes No Number of Parcels:
Addition to Existing Site: Yes No Acres to Be Acquired:
Total Project Acreage (if different): Current Zoning:
Existing Structures/Facilities:
Any current covenants, easements or restrictions on land use:
Current Use:
Waterfront (name of body of water):
Shoreline (linear feet):
Owner Tidelands/Shorelands:
9. Current Property Owner is is not a willing seller.
Project Description
10. In 1,000 words or less, provide a summary description of the project, the match, overarching goal, and three
top objectives. Include information about the physical characteristics of the site that is proposed for acquisition
with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and
relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after
acquisition (including passive development), characteristics of the site which demonstrate that it is well-suited to
the proposed use, and plans for any structures currently on the site. If applicable, describe how the site relates to
the larger project, and whether the project has a plan, schedule and funding dedicated to its completion. Please
also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain
their importance. Please attach a spreadsheet of the budget.
11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be
acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of
projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel.
Estimated or Appraised Value of Propert(ies) to be Acquired:
Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs):
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
Total Operation and Maintenance Cost:
Total Project Cost:
Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition -
related costs, general description of operation and maintenance work to be performed, task list with itemized
budget, and anticipated schedule for completion of work):
Scored Questions
I a. Sponsor or other organizations will will not contribute to acquisition of proposed site and/or operation
and maintenance activities.
1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use
Conservation Futures program funds.
1 c. Matching Fund Estimate Acquisition O&M %
Conservation Futures Funds Requested %
Matching Funds/Resources* %
Total Project Acquisition Cost 100%
* If a prior acquisition is being proposed as match, please describe and provide documentation of value, location,
date of acquisition and other information that would directly link the match to the property being considered for
acquisition.
I d. Source of matching Amount of Contribution If not, Contribution If not,
funds/resources contribution approved? when? available now? when?
$ Yes
No
Yes
No
$ Yes
No
Yes
No
$ Yes
No
Yes
No
$ Yes
No
Yes
No
NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that
guarantee additional resources for acquisition. Donation of property or a property right will be considered as
a matching resource. Donation of resources for on-going maintenance or stewardship ("in-kind"
contributions) are not eligible as a match.
2 a. Sponsoring agency is is not prepared to provide long-term stewardship (easement monitoring,
maintenance, up -keep, etc.) for the proposed project site.
2 b. Describe any existing programs or future plans for stewardship of the property, including the nature and
extent of the commitment of resources to carry out the stewardship plan.
3 a. Describe the sponsoring agency's previous or on-going stewardship experience.
3
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
3 b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for
Conservation Futures funding?
No, neither the sponsor nor applicant has been involved in a project previously approved for
Conservation Futures funds.
Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for
Conservation Futures funds. Please provide details:
4 a. Property can cannot feasibly be acquired in a timely fashion with available resources.
4 b. Necessary commitments and agreements are are not in place.
4 c. All parties are are not in agreement on the cost of acquisition.
If "not" to any of the above, please explain below.
The proposed acquisition is specifically identified in an adopted open space, conservation, or resource
preservation program or plan, or community conservation effort. Please describe below, including the site's
importance to theplan. Please reference the website of theplan if available or include theplan with this
application.
complements an adopted open space or conservation plan, but is not specifically identified. Please describe
below, and describe how the proposed acquisition is consistent with theplan.
is a stand-alone project.
6. Conservation Opportunity or Threat:
6 a. The proposed acquisition site does does not provide a conservation or preservation opportunity which
would otherwise be lost or threatened.
6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique
qualities about the site.
-78. The proposed acquisition:
8-7 a. provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened,
Endangered or Sensitive species.,
-7-8 b. provides habitat for a variety of native flora or fauna species.
-7-8 c. contributes to an existing or future wildlife corridor or migration route.
If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or
Sensitive species below, and cite or provide documentation of species' use.'
-7-8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please
provide details.
99. Describe to what degree the project protects habitat for anadromous fish species (for example: marine
shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation
and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat.
' See, for example, htti)://www.dnr.wa.gov/researchscience/topics/naturalheritage/pages/amy nh.aspx
http://www.wdfw.wa.gov/conservation/phs/list/
http://www l .dnr.wa.gov/nhp/refdesk/p lants.html
htip://wwwl.dnr.wa. og v/nhp/refdesk/pubs/wa ecological systems.pdf
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
Formatted: Font color: Auto
Formatted: Font color: Auto
Commented [TPl]: Climate change, aquifer recharge etc.
Formatted: Font color: Auto
Formatted: Font color: Auto
Formatted: Font color: Auto
9-10 a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition,
including any anticipated changes to that use once the property, or property right, is acquired with Conservation
Futures funds.
51-10 b. Describe the current owner's record of implementing management practices that
reserves and/or enhances soil water ualit
watershed function and wildlife habitat on the farm.
9-10 c. Describe how the
h acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed
function and wildlife habitat.
411 a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please
cite or provide documentation of existing or planned silvicultural activities including forest management plan(s)
orforest ecosystem restoration.
119 b. Describe the current owner's record of implementing management practices that preserves and /or
enhances soil. water quality. watershed function and wildlife habitat ' '* ' 4:RA44,.,.o4;;e4# P.-,., tipp..'"
119 c. Describe how the 01-4a ,erih- . a.. ,...,.. r'S *iMh,w ,.,.... ,.,.t ..,,... R -HEI ,.,.... ,.4 ffl,.thBEI ..h&t ...:,, ar-
roperty acquisition or proposed easement will likely preserve and/
enhance soil, water quality, watershed function and wildlife habitat.
44.12- a. Describe how the proposed acquisition benefits primarily a local area broad county area including
the area served, the nature of the benefit, the jurisdictions involved, and the populations served.
44-12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that
Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula,
Dosewallips Valley, Bolton Peninsula, and the West End.
4-213. Describe the educational or interpretive opportunities that exist for providing public access, educational or
interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those
improvements and any plans for public accessibility.'
4414. The proposed acquisition includes historic or culturally significant resources' and
is registered with the National Register of Historic Places, or an equivalent program.
is recognized locally has having historic or cultural resources.
is adjacent to and provides a buffer for a historic or cultural site.
If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or
cultural resources.
Verification
4-415. Sponsors of applications that are approved for funding by the Board of County Commissioners are required
to submit a brief progress report by October 30 every year for three years after the award is approved, or three
' The words "education" and "interpretation" are interpreted broadly by the CF Committee.
' Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and
social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44
and 27.53 RCW
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
years after the acquisition funds are disbursed to the applicant, whichever is later. The progress report must
address any changes in the project focus or purpose, progress in obtaining matching funding, and stewardship and
maintenance. Sponsors receiving O&M funds will also submit an annual report for each year that O&M funds are
expended. The Committee will use the information to develop a project "report card" that will be submitted
annually to the Board of County Commissioners.
If this application is approved for funding, I understand the sponsor is required to submit progress reports for
three years and for any year in which O&M funds are expended. Initials Date
X-516. If, three years after the date funding is approved by the Board of County Commissioners, the applicants
have not obtained the required matching funds, the Committee may request the Board of County Commissioners
to nullify their approval of funds, and may require the project to re -apply.
If this application is approved for funding, I understand that we may be required to re -submit the application if the
project sponsor does not obtain the necessary matching funding within three years. Initials Date
20195 CF Program Application final draft 11/8/2018
http://Www.co.iefferson.wa.us/560/Conservation-Futures-Program
20194 Jefferson County
Conservation Futures Program
Q9s�o` Score Sheet
Name
Project Formatted: Centered
Please note: if none of the answers provided describe the project, answer "N/A" or "0".
ADJUSTED CRITERIA SCORE X WEIGHT = SCORE
1. To what degree does the project leverage contributions
for acquisition from groups, agencies or individuals? X5=
(Points awarded based on the following
level of contribution)
a. Leverages significantly = 3 points
b. Leverages moderately = 2 points
c. Meets requirement = 1 point
2. To what degree does the project sponsor commit to provide
long-term stewardship for the proposed project? X 10=
a. Stewardship plan with guaranteed long-term stewardship = 5 points
b. Stewardship plan with guaranteed short-term stewardship = 3 points
c. Stewardship plan, no guarantee = 1 point
3. To what degree has the project sponsor demonstrated effective
long-term stewardship of a similar project? X 1 =
a. Highly demonstrated = 5 points
b. Moderately demonstrated = 3 points
c. Slightly demonstrated = 1 point
d. Effectiveness not demonstrated = 0 points
4. To what degree is the acquisition feasible? X 5 =
a. Highly feasible = 5 points
b. Moderately feasible = 3 points
c. Slightly feasible = 1 point
5. To what degree is the project part of an adopted open space, conservation, or resource
preservation program or plan, or identified in a community conservation effort?
Sliding scale: 1-5 points X4=
6. To what degree does the project conserve
opportunities which are otherwise lost or threatened? X6=
Sliding scale: 1-5 points
2019 CF Program Score Sheet final draft 11/8/2018
http://www.co.jefferson.wa.us/560/Conservation-Futures-ProRram
' Formatted: Indent: Left: 0"
' Formatted: Indent: Left: 0"
Formatted: Indent: Left: 0.25"
7. Are the conservation values of the nroiect commensurate with or greater than the
amount of CF funds requested? X 10 =
Sliding Scale: 0-5 points Formatted: Indent: Left: 0"
Formatted: Indent: Left: 0.25"
-- 28. To what degree does the project preserve habitat for flora and fauna other than
habitat for anadromous fish species?
(Points awarded in part based on level of documentation.)
a. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or
Sensitive species = 0-3 points X3=
Variety of native flora & fauna = 0-3 points X3=
Provides wildlife corridor or migration route = 0-3 points X 3 =
Current owner participates in conservation programs that enhance wildlife habitat
= 0-3 points
X3=
89. To what degree does the project protect habitat for anadromous fish species?
0-5 -points X3—
X3= 3=
910. -To what degree does the project preserve farmland
for agricultural use?
a. Likely will maintain active agricultural use = 0-3 points X4=
b.
awr- ^ ,.,i.t. ,,,.,
^a ^ ^a 4o.s1;Pd a,,,^t:^„ ^^ tl�y f^:Current owner has a record of
implementing management practices that preserves and/or enhances soil, water quality,
watershed function and wildlife habitat = 0-3 points
X4=
c.
l3aktProperty acquisition or proposed easement will likely preserve and/or enhance soil,
water quality, watershed function and wildlife habitat = 0-3 point X4-
-110.4=
-119. To what degree does the project preserve forestland for silvicultural use?
a. Likely will maintain forestland for active silvicultural use = 0-3 points
X4=
b. Current owner has a record of implementing management practices that preserves and/or
enhances soil, watershed function and wildlife habitat
2019 CF Program Score Sheet final draft 11/8/2018
http://www.co.jefferson.wa.us/560/Conservation-Futures-ProRram
' Formatted: Indent: Left: 0"
.- Formatted: Indent: Left: 0.25"
Formatted: Indent: Left: 0", Hanging: 0.25"
Formatted: Indent: Left: 0.25"
Formatted
Formatted
Formatted: Indent: Left: 0", Tab stops: Not at 3.75"
Formatted: Underline
Formatted: Indent: Left: 0"
' Formatted: Indent: Left: 0.25"
= 0-3 points. X4—
c,
4=c, Property acquisition or proposed easement will likely preserve and/or enhance soil, water Formatted: Font color: Black
quality, Watershed function and wildlife habitat Formatted: Font: (Default) Times New Roman, 12 pt
;iarro J Banat ,.,, t4@ p-ep@rty = 0-3 points Formatted: Font: (Default) Times New Roman, 12 pt
X4-
1247. To what degree does the project serve:
Formatted: Indent: Left: 0"
a. A significant benefit area? Sliding scale: 1-3 points X4=
Formatted: Indent: Left: 0", First line: 0.25"
_b. Is the project located in an area that is under -represented by CF funded projects?
Sliding scale: 0-3 points X4= .-
Formatted: Indent: Left: 0", First line: 0"
..
Formatted: Indent: Left: 0", First line: 0.25"
133. To what degree will the acquisition provide educational opportunities, interpretive
Formatted: Indent: Left: 0.75"
opportunities, and/or serve as a general community resource?
Formatted: Indent: Left: 0"
X 4
a. Public access, with planned or educational/interpretive displays and materials, events or Formatted: Indent: Left: 0.25"
activities = 5 points
b. Limited public access, available space for signage and educational materials = 3 points
c. Remote location = 1 point
d. No opportunity = 0 points
' Formatted: Indent: Left: 0.5"
143. To what degree does the project preserve historic or culturally significant resources'? - - Formatted: Indent: Left: 0"
X3=
a. Project is registered with the National Register of Historic Places, or an equivalent
program = 3 points
b. Project is recognized locally as having historic or cultural resources = 2 points
c. Project is adjacent to and provides a buffer for a historic or cultural site =1 point
d. None of the above = 0 points
' Formatted: Indent: Left: 0.75"
Formatted: Indent: Left: 0.5"
Formatted: Indent: Left: 1"
Formatted: Indent: Left: 0.5"
' Cultural resources means archeological and historic sites and artifacts, and traditional religious
ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources
under chapters 27.44 and 27.53 RCW.
2019 CF Program Score Sheet final draft 11/8/2018
http://www.co.jefferson.wa.us/560/Conservation-Futures-ProRram
Formatted: Indent: Left: 0.5"
Jefferson County Conservation Futures Program Manual
FINAL DRAFT Formatted: Font color: Red
2019 Funding Cycle
Jefferson County Conservation Futures Program Manual
20198 Funding Cycle
Mission of the Conservation Futures Program
The mission of the Jefferson County Conservation Futures Program is to provide a system of
public open spaces, those open spaces being necessary for the health, welfare, benefit and
safety of the residents of Jefferson County and the maintenance of Jefferson County as a
desirable place to live, visit and locate businesses.
Conservation Futures Citizen's Oversight Committee Membership (as of �'e*o�December
10.2018)
Phil Andrus, Citizen, District #2
Mary Biskup, Citizen, District #1
Scott Brinton, Interest — Agriculture
Lige Christian, Citizen, District #3
JD Gallant, Citizen, District #3
Vacant, Citizen, District #2
Rob Harbour, Interest — Working Lands
Ray Hunter, Interest — Fallow Farms
Richard Jahnke, Interest — Coastal Areas
Craig Vacant, Interest nrri,a*o 94ange
Lorna Smith, Interest — Ecotourism
Safa4 S paetkVacant, Interest—
David Wilkinson, Citizen, District #1
Table of Contents
Overview...................................................................................................
3
Conservation Futures Citizen Oversight Committee (CF Committee)............................4
ProjectSelection...........................................................................................4
Information Sources......................................................................................4
Reimbursement...........................................................................................5
Compliance with All Laws...............................................................................5
RecordRetention..........................................................................................5
Acquisition Projects.......................................................................................6
Operation and Maintenance (O&M) Projects.........................................................9
Required Meeting and Site Visit......................................................................11
Grant Notification and Agreement.....................................................................11
AnnualReports...........................................................................................11
ProjectChanges..........................................................................................11
Program
Suggestions.....................................................................................1247
Forms and Templates.....................................................................APPENDIX
A
Rega@st a nom: t,, o r
Formatted: Indent: Left: 0.5", Right: -0.75"
Project Agreement Template
Annual Report Form Template
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Please note: The 20199 CF Application and Ratings Worksheets are available
separately from program staff.
Map of Approved Projects...............................................................APPENDIX B
Definitions .................................................................................APPENDIX C
Overview
Jefferson County welcomes your application to the Conservation Futures Program (CF
Program). Please do not hesitate to contact Jefferson County Environmental Health
Department with questions at Ph: 360/385-9444, Fax: 360/379-4487 or
tpokomy@co.jefferson.wa.us. The Conservation Futures Program website address is
http://www.co jefferson.wa.us/commissioners/Conservation/conservation.asp.
In July 2002, the county commissioners approved the Conservation Futures Ordinance, now
codified at Jefferson County Code Section 3.08 in accordance with the Revised Code of
Washington (RCW) Chapter 84.34. The ordinance establishes goals for the county's
Conservation Futures Program and an allocation process for the conservation futures tax levy
The purpose of the CF Program is to acquire open space lands, including green spaces,
greenbelts, fish and wildlife habitat, trail rights -of -ways, agricultural land and timber land (as
those terms are defined in Ch. 84.34 RCW). Projects may include fee -simple or any lesser
interest or development right with respect to real property as well as operation and
maintenance (O & M) activities. O & M projects must be linked to CF -funded acquisitions.
A minimum 50% match is required for all project types. Match must be cash, land trades,
the value of land to be traded, or other open spaces linked to the property under
application. Open space, wildlife habitat, agricultural and timber lands are all eligible.
The project sponsor must sign a grant agreement with the county (see Appendix A).
County code (JCC 03.08.030(10)) requires that properties or easements be held by public
entities or others as defined in RCW 84.34.210. Government entities may choose to share
title of a property with a non-profit nature conservancy corporation or association. Public
open spaces must be available on the same conditions to all residents of the county for the
benefit of all Jefferson County residents and visitors. Applicants for projects may include
the county, municipalities, park districts, state or federal agencies, private non-profit
corporations or associations, and private individuals.
Project applicants must be represented by a local sponsoring organization based in Jefferson
County. Potential sponsors include local governments, special purpose districts and non-
profit corporations. A list of potential sponsors is available by contacting program staff. A
project sponsor is responsible for the content and submission of the application, organizing
and hosting a site visit, making a formal project presentation to the CF Committee, the
stewardship plan and its implementation, and all contracting, reporting, and reimbursement
obligations with Jefferson County.
Available funding is announced early in the calendar year and applications are
provided by Jefferson County Environmental Health. Conservation Futures Fund
monies can be the collateral, revenue stream or security for long-term financing
(typically bonds) in a manner consistent with law. Public workshop(s) may be
held prior to the start of the funding round. Staff is always available to answer
questions from sponsors, applicants, and interested parties.
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
This year, applications will be due Friday, March 22nd, 2019 and sponsors �ej@ets
telhost site visits and present projects to the CF Committee ^a ]�P,4 to vi,4,; in April.
Information about the application period is posted on the program website, announced in
local newspapers and via email, and available by contacting program staff. In April or May,
the CF Committee meets to rank projects, determine recommended funding levels, and
compose its overall recommendations to the Board of County Commissioners (BoCC). The
BoCC typically makes award determinations in dJuly. Funding for reimbursement is
generally not available until August or later. At least every other year, the BoCC reviews the
priorities of the Conservation Futures Program and the project ranking process. All meetings
of the Conservation Futures Committee are open to the public. Citizens are encouraged to
attend.
Conservation Futures Citizen Oversight Committee (CF Committee)
The CF Committee membership is intended to reflect a broad spectrum of interests and
expertise. It includes at least two individuals from each commissioner district and at least
nine citizens total. Anyone interested in applying for a seat on the committee is encouraged to
contact the Board of County Commissioners Office Oeffbocc@co.jefferson.wa.us) and/or
program staff.
Project Selection
The CF Committee evaluates and ranks project applications according to criteria designed to
reflect the priorities expressed in the Jefferson County Code Section 03.08.040. This
evaluation process has five (5) distinct phases as follows:
1. Written project application: Each CF Committee member (CFCM) independently reads
and assesses each application and prepares any necessary clarification questions.
2. Site visits: Each CFCM must attend the project site visits (or view a video of the site
visit), where the applicant and/or the project sponsor will present the layout of the project
with reference to the written application and site maps. Additional questions posed by
committee members will be answered during this site visit.
3. Oral presentation of the project: Each CFCM must attend this meeting in which the
project sponsor presents the project and answers questions posed by the committee
members. Following the oral presentations, a deadline will be established for CFCMs to
submit additional questions to applicants (via county staff). After this set deadline for
additional questions, a second deadline will be established for the receipt of all answers
from applicants. After this second deadline no further additional information may be
requested, received or considered by the committee.
4. Submission of project ranking form: Each CFCM submits to county staff member a form,
which consists of questions that ask how well, in the committee member's judgement, an
applicant meets the criteria for approval and funding. The committee member assigns a
numerical "score" (within a range predetermined by the CF Committee) for each of the
questions. These question "scores" are totaled for an overall evaluation "score". A
committee composite "score", for each project application is obtained by taking the
average of the "scores". If a project application's composite "score" is 70% of the total
possible numerical value for a project "score" the project is considered worthy of funding
(i.e. eligible for). Projects "scoring" below 70% of the total possible numerical value for
a project "score" are not considered for funding unless compelling reasons for funding
arise in the final evaluation phase.
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Ranking and recommendation for funding of project applications: Each project
application judged eligible in phase #4 is discussed, bringing into focus information
garnered from phases 1 through 4. All project applications are compared and a final
ranking and funding recommendation may be determined for each of the project
applications and submitted to the Board of County Commissioners. The Committee will
provide justification to the Commissioners for any and all changes from the numerical
ranked order.
Information Sources
The Conservation Futures Program is administered by the Commissioners Office with
assistance from the Environmental Health Department. Please note that the information
contained in this manual does not supersede the statutes governing the Jefferson County
Conservation Futures Fund and Program, and should be read in conjunction with them.
Relevant sections of law are found in Revised Code of Washington, Chapter 84.34 (RCW
84.34) and the Jefferson County Code (JCC 03.08).
To access RCW 84.34 online, visit www.leg.wa.gov/Help/helpwithsearch.htm and click on
"Laws and Agency Rules." The Jefferson County Code is available online at
http://www.codepublishing.com/WA/JeffersonComty.
Contact program staff at ph: 360/379-4498, fax: 360/379-4487 or send an email to
tpokomy@co.j efferson.wa.us.
Reimbursement
All grants are funded through the Jefferson County Conservation Futures tax levy. Except in
the case of escrow payments, sponsors must expend their own funds on eligible and allowable
expenditures prior to requesting reimbursement. With sufficient lead time, an approved
settlement statement, and a preliminary title report, CF funds may be made available to the
title company shortly before closing for the direct costs of property acquisition and closing.
Please discuss dates for closings and loan periods with program staff to help ensure that grant
funds are ready and available when needed.
The project sponsor will commit to providing a matching contribution of no less than the
amount of conservation futures funds awarded to the project before conservation futures tax
funds are reimbursed to that sponsor. This contribution may consist of:
• cash
• land trades if the valuation of the land to be traded is established by a valuation
arising from an appraisal generated by a Washington State Certified Licensed
Appraiser (Member of the Appraisal Institute MAI);
• the cash value of the land to be traded, excluding Jefferson County conservation
futures contributions; or
• other open spaces acquired within the previous two years that is situated either
directly adjacent to or could, in the sole discretion of the county, be directly linked
to the property under application.
• cost of appraisal, title insurance, closing costs, and other miscellaneous fees (See
JCC 3.08.030(5).)
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
The funding request, reimbursement form and back up documentation may be submitted any
time during the project period. It is important to implement projects in as timely a manner as
possible and also to bill in a timely manner. Deeds and conservation easement documents
must be recorded by the Jefferson County Auditor's Office within 30 days of closing.
If matching funds are not secured within three years, the project may be required to re -apply.
Jefferson County must pre -approve easement language and will add restrictive language to
statutory warrantee deeds, or require the use of other legal instruments, to ensure
conservation of project and match properties in perpetuity.
Compliance with All Laws
Project sponsors shall comply fully with the project agreement, grant program policies,
County policies and all applicable federal, state and local laws, orders, regulations and
permits.
Record Retention/Public Records Act
The project sponsor shall retain all books, records, documents, data and other materials
relevant to the agreement for a minimum of six (6) years after the completion of the project.
Documents related to the expenditure of CF funds, by way of example only, purchase and
sale contracts, settlement documents, invoices, e-mails, expert reports and/or appraisals, are
Public Records subject to disclosure in accordance with the Public Records Act, Ch. 42.56
RCW, if requested by a citizen or entity. All meetings and activities of the CF Committee are
subject to the Open Public Meetings Act, Ch. 42.30 RCW. The public is always invited and
encouraged to attend. Two observer comment periods are included in each agenda.
Acquisition Projects
Project applications for the acquisition of property must meet the following threshold criteria
in order to be considered for funding. Each application will receive an initial screening to
make sure that it is in compliance. Applicants are encouraged to submit pertinent materials
and documents, as appropriate, in addition to those items required. Multi-year acquisition
projects are permitted but require additional justification.
Project Eligibility
Proposed acquisitions must have a willing seller.
The property, or property right, must be eligible for purchase as defined by state
law, RCW 84. 34.210 (i.e. "...protect, preserve, maintain, improve, restore, limit
the future use of, or otherwise conserve, selected open space land, farm and
agricultural land, and timber land...").
Conservation Futures funds cannot be used to acquire property, or a property
right, that will be used for active recreation purposes (including but not limited to
sports fields, playgrounds, recreation centers, swimming beaches or pools,
motorized boat launches).
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Conservation Futures funds cannot be used for passive development of a site.
For the purposes of this application, passive improvements include, but are not
limited to, trails, interpretive centers, viewpoints, picnic areas, access, restrooms,
landscaping and parking.
Applicant Eligibility
Eligible applicants include the County, municipalities, Park Districts, State or federal
agencies, private non-profit corporations or associations, and private individuals.
Sponsor Eligibility
All applicants must have a local sponsor. Eligible sponsors include county,
municipalities, park districts, or private non-profit corporations based in Jefferson
County. A current, but not necessarily comprehensive, list of eligible local sponsors may
be requested from program staff.
Eligible Capital Project Expenditures: (See also JCC 3.080.030(7))
Capital project expenditures or match may include:
_Costs of acquiring real property, including interests in real property
_Cost of related relocation of eligible occupants (includes administration)
_Cost of appraisal
_Cost of appraisal review
_Cost of title insurance
_Closing costs
_Pro rata real estate taxes
_Recording fees
_Compensating tax
_Hazardous waste substances reports
_Directly related staff and administrative costs (These are limited to 5% of the total cost ofthe
project.)
_Related legal costs excluding the cost of preparing application for conservation
futures funds.
_Baseline documentation
_Boundary survey
_Cultural resources review (survey, excavation, on-site monitoring and data recovery)
Conservation futures tax levy funds may not be used to acquire any real property or
interest in real property therein through the exercise of the power of eminent domain.
Eligible Operations & Maintenance Expenditures — Please note: Total 0 & Mawards are limited to
15% of the cons ervanon futures funding available in any year - contact staff for details.
Operations & Maintenance expenditures or match may include, but are not limited to:
_Cultural resources review (survey, excavation, on-site monitoring and data recovery)
_Demolition
Fencing (if needed for public safety or resource protection)
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
_Noxious weed control
_Signage
_Special site-specific reports (e.g. stewardship reports)
Wetland identification and/or delineation
Stewardship Plan
Prior to reimbursement, sponsors must provide a stewardship plan that describes how the
property, or property right, will be maintained over time. Costs for stewardship plans are
eligible for operations and maintenance reimbursement only under "Special Reports" (not
as a capital acquisition expense).
Title Report and Title Insurance
Please make county staff aware of issues that could affect the title report and provide
updates as they are generated. A title report and title insurance are to be issued in
conjunction with the property transaction.
Appraisals
Successful applicants must provide an independent appraisal (standard, narrative or
M.A.I.) from a Washington State Certified Licensed Appraiser if the estimate of value
exceeds the assessed value at the time that reimbursement is requested. In no case shall
conservation futures funds dispersed exceed the grant amount awarded by the BoCC. No
appraisal is required for properties assessed at $20,000 or less.
The appraisal must:
be no more than 1 year old. A Supplemental Update by the original appraiser
may be required, at the discretion of the county, if the appraisal is more than
six months old.
include a current Title Report provided at the time of the most current
appraisal or update_
if timber, mineral or aquatic resources are to be included as value to the
appraisal, then the appraisal shall include a separate timber, mineral or
aquatic resources evaluation of value,
or
an opinion of value from a qualified representative of the real estate industry
or recent valuation from the Jefferson County Assessor's Office may be used
when the total assessed value does not exceed $20,000.
Review Appraisals
No appraisal review is required of the sponsor by the CF program. However, the CF
Committee and/or the county may choose to select an appraisal for independent review
for any reason.
Project Implementation
At the time of purchase or the signing of a "purchase and sale agreement", the appraisal
must be no more than a year old unless an extended period is requested and approved by
the county, up to a total of 18 months.
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Application and Attachment Requirements for Acquisition Projects
All materials must be submitted in hard copy except as noted below and specified in the
application:
Proof of Willing Seller: A "Willing Seller' letter confirming that the current
owner of the property proposed for acquisition is willing to sell.
Estimate of Value: A county assessment, certified appraisal of value, and/or
an estimate of value from the project sponsor.
Site Location Map: On a Jefferson County base map, or on a map of the
sponsoring agency's jurisdictional boundaries, clearly identify the location of
the proposed acquisition.
Project Boundary Map: On a quarter -section map or other map of sufficiently
large scale, identify the boundaries of the proposed project.
Color Images: Provide six (6) different views of the property proposed for
acquisition. The images should show vegetation, terrain, waterfront, man-
made features, access roads, wetlands, unique characteristics, etc. Please
include captions and an aerial view, if available. Provide in hard copy as well
as JPEG or PDF.
Development Plan or Narrative: Provide a schematic or master plan map of
the project site showing proposed uses and improvements, if applicable.
In addition, if the application sponsor is a private non-profit organization,
attachments must also include:
_ Proof of 501(c)(3) Status
_Current Budget
_Board Roster
_Organization Chart or Staff Roster
_Most Recent Financial Statements (audited if possible)
_Copy of minutes or resolution documenting official action to submit
application for proposed acquisition. If more than one project is submitted
from the same sponsor, the minutes or resolution should indicate the project
priority and how it was determined.
Operation and Maintenance Funding
Availability of Funds for O & M
Only projects that are acquired using conservation futures funds are eligible for O & M
funding. Requests for O & M funding should not exceed the available limit (consult with
program staff). Approved disbursements for operation and maintenance of interests in
real property purchased with conservation futures tax levy monies shall not in any
particular year be greater than fifteen percent (15%) of the conservation futures tax levy
monies raised in the preceding year.
Project Eligibility
Operation and maintenance funding may be used for any property acquired with
Conservation Futures funds. Conservation futures tax levy funds appropriated for O & M
or interests in real property shall not supplant or replace any existing funding for
maintenance and operation of parks and recreational lands.
281-8-2019 CF Program Manual v. 12 10 2018 final draft
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Applicant Eligibility
Eligible applicants include the County, municipalities, Park Districts, State or federal
agencies, private non-profit corporations or associations, and private individuals.
Formatted: Indent: Left: 0"
Sponsor Eligibility
All applicants must have a local sponsor. Eligible sponsors include the County,
municipalities, Park Districts, or private non-profit corporations based in Jefferson
County.
Application and Attachment Requirements for O & MProjects
All requested materials must accompany the application upon submission. If an item is
irrelevant to the project at hand, please explain why this is so.
Proof of Willing Seller: A "Willing Seller' letter confirming that the current
owner of the property proposed for acquisition is willing to sell.
Estimate of Value: A County assessment, certified appraisal of value, and/or
an estimate of value from the project sponsor.
Site Location Map: On a Jefferson County base map, or on a map of the
sponsoring agency's jurisdictional boundaries, clearly identify the location of
the proposed acquisition.
Project Boundary Map: On a Quarter -section map or other map of
sufficiently large scale, identify the boundaries of the proposed project.
Color Images: Provide six (6) digital images of the property proposed for
acquisition. The images should show flora, terrain, waterfront, man-made
features, access roads, wetlands, unique characteristics, etc. Please include
captions and an aerial view, if available.
Development Plan or Narrative: Provide a schematic or master plan map of
the project site showing proposed uses and improvements, if applicable.
In addition, if the application sponsor is a private non-profit organization,
attachments must also include:
_ Proof of 501(c)(3) Status
_Current Budget
Board Roster
Organization Chart or Staff Roster
_Most Recent Financial Statements (audited if possible)
_Copy of minutes or resolution documenting official action to submit
application for proposed acquisition. If more than one project is
submitted from the same sponsor, the minutes or resolution should
indicate the project priority and how it was determined.
Budget and Timeline
Attached to the first Annual Reporting Form must be a budget and timeline for
expenditure of O&M funding for the succeeding ten (10) years measured from the date of
approval by the BoCC.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 10
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Documentation of Match
A match of 50% must be documented with each invoice. Match guidelines are identical
for acquisition and O & M proposals. In-kind labor cannot be used as match.
Reporting
Any project sponsor receiving O & M funds is required to submit a report each October
until those funds are expended. An expenditure summary that provides the following
information must accompany billing:
1) Date the payment was made.
2) The vendor and/or employee to whom the payment was made.
3) A description of what was purchased or what work and/or services were performed;
provide a description of what service or work was performed for the payroll costs
or by the sub -contractor.
Application and Attachment Requirements for O&Wrojects
To apply for O & M funding for a project previously purchased using CF Funds, use the
standard application form. In question #1, refer to the original project title and year that
the project was approved followed by "O & M Request Only". If you feel that a question
is irrelevant to the project at hand, please explain why.
Required Meeting and Site Visit
Project sponsors are required to host a visit to the project site and make a formal presentation
to the CF Committee. The presentation must begin with an introductory project description
and then be organized according to the sequence of questions listed on the Rating Sheet. Site
visits are videotaped by county staff. -n,^ s:t^ ^;^,*^ ^^a ^ @+Aa @os i n^r:'
Grant Notification and Agreement
Sponsors will be notified by staff of grant awards as soon as possible after the BoCC makes
their decision, usually in Julyne. Sponsors will then be asked to sign a project agreement
(Appendix A) with Jefferson County. An informational template is provided with this — Formatted: Font: sold
manual.
Annual Ryeports Formatted: Indent: Left: -0.13"
Formatted: Indent: Left: -0.13"
Sponsors are required to submit an annual bFie. progress report by October 30: every Yq Formatted: Superscript
from the date of award until f4three years after the_-aeqai-,�CF funds are disbursed
Sponsors receiving O&M funds will also submit an annual report for each year
that O&M funds are expended. U- -P Cem_m #yy ,,,:ii ^ *'h^ i44 ^M^*;^^ tO a^^^'^^ ^ @^*
An_
annual report_44+na-t-template is included with this manual and will be provided to the
project sponsor electronically. The progress report must address changes in the project focus
281-8-2019 CF Program Manual v. 12 10 2018 final draft 11
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
or purpose, progress in obtaining matching funding, and stewardship and maintenance, as
applicable.
Program Changes
Formatted: Font: Not Bold
Formatted: Indent: Left: 0.5"
project sponsor can initiate a request for change. A change occurs whenever the language
contained in the application to the Conservation Futures Fund no longer accurately or fully
describes the project.
The Committee prefers that project change requests be presented as follows:
gena a ""letter ",acaaresseci to we ut, uonuninee,to tile program stain s etnaii4 Formatted: Font: Not Bold
describes the desired change and its rationale in as much detail as possible. Al Formatted: Font: Not Bold
characterize the level of urgency for addressing the possible change. If at all
Formatted: Indent: Left: 0.88"
possible- provide this information at least two weeks ahead of the next schedul
full committee meeting for possible inclusion on the draft agenda.
2. Reflect the proposed change in a Mjcrosoft Word version of the original
conservation futures tapplication, and the County/Sponsor resolution or agreeo Formatted: Font: Not Bold
(as applicable), using Track Changes. Label new attachments with the current date.
Attach the document(s) to the email described above.
3. When the change request is included on a draft agenda, the sponsor should make
every effort to attend that meeting in person or by phone.
4. If the need for change is urgent, the Chair may call a special, ad hoc, meeting:_: Formatted: Font: Not Bold
5. The following requests are considered particularly significant:
a. Parcel substitution Formatted: Indent: Left: 1.38"
b. Increase in funding amount
c. Reduction in percentage match
d. Loss of conservation value
The CF Committee shall:
Formatted: Indent: Left: 1.63", No bullets or numbering
Formatted: Indent: Left: 0.5"
2. Engage in discussion about the proposed change. V Formatted: Indent: Left: 0.88"
3. Formulate and vote, consistent with the bylaws, on a motion to accomplish one or
more of the following:
a. Draft a statement to recommend the change for approval by the$oCC Formatted: Indent: Left: 1.38"
its current form
b. Ask the project sponsor to revise and resubmit the change request for a
future meeting
c. If the need for change is urgent, the Chair may call a special, ad hoc,
meeting
d. Reject the change and submit a statement to the BoCC to accompany the
request
Formatted: Indent: Left: 0.5"
Staff shalkvi44:
1. Work with the project sponsor and Committee chair to refine or clarify the Formatted, Indent: Left: 1.13"
change request ahead of its presentation at the next Committee meeting, as
needed.
2. Forward the change request and Committee recommendations to the BoCC for
final determination at a regularly scheduled meeting.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 12
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
3. Work with the Committee, and subcommittee(s) as applicable, to learn from
the change and determine if related updates to program materials are needed.
Program Suggestions
Suggestions for program improvements are always welcome and may be provided to the
Conservation Futures Committee by letter or email via staff at the contact information on
page 3. Every CF Committee meeting also includes two public comment periods. Meeting
times are provided in newspapers and on the program website.
Formatted: Indent: Left: 0"
281-8-2019 CF Program Manual v. 12 10 2018 final draft 13
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Formatted: Indent: Left: -0.13", Right: -0.75', Line
spacing: 1.5 lines, Tab stops: Not at 2"
neje t Na -MO. Pates
i� D
Formatted: Centered, Indent: Left: -0.13", Right: -0.75',
Line soacina: 1.5 lines
Formatted: Centered, Indent: Left: -0.13", Right: -0.75',
Line soacina: 1.5 lines
Formatted: Centered, Indent: Left: -0.13", Right: -0.75',
Line spacing: 1.5 lines
Formatted: Indent: Left: -0.13", Right: -0.75', Line
spacing: 1.5 lines
Formatted: Centered, Indent: Left:
Line spacing: 1.5 lines
-0.13", Right: -0.75',
Formatted: Centered, Indent: Left:
Line spacing: 1.5 lines
-0.13", Right: -0.75',
Formatted: Centered, Indent: Left:
Line spacing: 1.5 lines
-0.13", Right: -0.75',
281-8-2019 CF Program Manual v. 12 10 2018 final draft 14
h!W://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
281-8-2019 CF Program Manual v. 12 10 2018 final draft 15
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
JEFFERSON COUNTY CONSERVATION FUTURES PROGRAM
PROJECT AGREEMENT
(template only)
Project Sponsor:
Project Title:
Project Number:
Approval: Resolution Na xxx on xxx, 20199
A. Parties to the Agreement
This Project Grant Agreement (Agreement) is entered into between County of Jefferson
(County), PO Box 1220, Port Townsend, Washington 98368 and
(Sponsor), xxxxx, xxxxx, WA 983xx, and shall be binding upon the
agents and all persons acting by or through the parties.
B. Purpose of the Agreement
This Agreement sets out the terms and conditions by which a grant is made through the
Jefferson County Conservation Futures Fund. The grant is administered by Jefferson County
Environmental Health for the Sponsor for the project named above.
C. Description of Project
The subject project is described in the attached 2018 Conservation Project Application for the
xxx. Conservation Futures Fund ("CFF") from Jefferson County in an amount not to exceed
$xxx will be used towards fee simple acquisition, by xxx, of the real property known in the
records of the Jefferson County Assessor as APN#s xxxx for acquisition expenses, and $xxx
to reimburse for operations and maintenance expenses. The matching amount is provided by
xxx. Description of conservation easement or language in SWD (asf applicable).
D. Term of Agreement
The Project Sponsor's on-going obligation for the above project funded by this Agreement is
to provide maintenance of the site or facility to serve the purpose for which it was intended in
perpetuity unless otherwise identified in this Agreement.
E. Period of Performance
The Project reimbursement period for acquisition expenses shall begin on xxxx xx, 20199.
The Project reimbursement period for acquisition expenses will end on xxx xx, 2022T unless
proof of match is provided prior to this date. No expenditure made before xxx xx, 20199 is
eligible for reimbursement unless incorporated by written amendment into this Agreement.
F. Project Funding
The total grant award provided by the Conservation Futures Fund (CFF) for the Project shall
not exceed $xxxxx and Jefferson County CFF shall not pay any amount beyond that approved
herein for funding of the Project. The Sponsor shall be responsible for all total costs for the
Project that exceed $xxx,xxx. In no event will the CFF funds expended for this purchase
exceed 44@@rrxxxercent (2i %) of the overall acquisition cost of APN xxx-xxx-xxx. This
Project is eligible for reimbursement of capital project and operations and maintenance
expenditures as described in the Jefferson County Conservation Futures Program Manual for
the 20199 Funding Cycle.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 16
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
The contribution by the Sponsor toward work on the Project at a minimum shall be as
indicated below. The contribution by the County toward work on the Project is described
immediately above and in "C" above.
G. Unexpended Project Allocations
Should unexpected Project allocations, including, but not limited to project completion at less
than the estimated cost or, alternatively, the abandonment of the Project occur, then the
Sponsor shall notify the County.
H. Rights and Obligations
All rights and obligations of the parties to this Agreement are subject to this Agreement and
its attachments, including the Sponsor's Application and Jefferson County Conservation
Futures Program Manual for the 2019,9 Funding Cycle, all of which are attached hereto and
incorporated herein.
Except as provided herein, no alteration of any of the terms or conditions of this Agreement
will be effective unless provided in writing. All such alterations, except those concerning the
period of performance, must be signed by both parties. Period of performance extensions
need only be signed by Jefferson Board of County Commissioners.
I. Indemnification
Sponsor shall indemnify, defend and hold harmless the County, its officers, agents
and employees, from and against any and all claims, losses or liability, or any portion
thereof, including attorneys' fees and costs, arising from injury or death to persons,
including injuries, sickness, disease or death to Sponsor's own employees, or damage
to property occasioned by a negligent act, omission or failure of the Sponsor.
J. Insurance
The Sponsor shall secure and maintain in force throughout the duration of this
contract policies of insurance as follows:
If and only if the Sponsor employs any person(s) in the status of employee or
employees separate from or in addition to any equity owners, sole proprietor,
partners, owners or shareholders of the Sponsor, Worker's Compensation
Insurance in an amount or amounts that are not less than the required statutory
minimum(s) as established by the State of Washington or the state or province
where the Sponsor is located.
Commercial Automobile Liability Insurance providing bodily injury and property
damage liability coverage for all owned and non -owned vehicles assigned to or
used in the performance of the work for a combined single limit of not less than
$500,000 each occurrence with the County named as an additional insured in
connection with the Sponsor's performance of the contract.
General Commercial Liability Insurance in an amount not less than a single limit
of one million dollars ($1,000,000) per occurrence and an aggregate of not less
281-8-2019 CF Program Manual v. 12 10 2018 final draft 17
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Acquisition
O & M
Totals
%
Conservation Futures —
$
$
Project Sponsor
$
$
$
°
/0
Contribution
Totals
$
$
$
100%
G. Unexpended Project Allocations
Should unexpected Project allocations, including, but not limited to project completion at less
than the estimated cost or, alternatively, the abandonment of the Project occur, then the
Sponsor shall notify the County.
H. Rights and Obligations
All rights and obligations of the parties to this Agreement are subject to this Agreement and
its attachments, including the Sponsor's Application and Jefferson County Conservation
Futures Program Manual for the 2019,9 Funding Cycle, all of which are attached hereto and
incorporated herein.
Except as provided herein, no alteration of any of the terms or conditions of this Agreement
will be effective unless provided in writing. All such alterations, except those concerning the
period of performance, must be signed by both parties. Period of performance extensions
need only be signed by Jefferson Board of County Commissioners.
I. Indemnification
Sponsor shall indemnify, defend and hold harmless the County, its officers, agents
and employees, from and against any and all claims, losses or liability, or any portion
thereof, including attorneys' fees and costs, arising from injury or death to persons,
including injuries, sickness, disease or death to Sponsor's own employees, or damage
to property occasioned by a negligent act, omission or failure of the Sponsor.
J. Insurance
The Sponsor shall secure and maintain in force throughout the duration of this
contract policies of insurance as follows:
If and only if the Sponsor employs any person(s) in the status of employee or
employees separate from or in addition to any equity owners, sole proprietor,
partners, owners or shareholders of the Sponsor, Worker's Compensation
Insurance in an amount or amounts that are not less than the required statutory
minimum(s) as established by the State of Washington or the state or province
where the Sponsor is located.
Commercial Automobile Liability Insurance providing bodily injury and property
damage liability coverage for all owned and non -owned vehicles assigned to or
used in the performance of the work for a combined single limit of not less than
$500,000 each occurrence with the County named as an additional insured in
connection with the Sponsor's performance of the contract.
General Commercial Liability Insurance in an amount not less than a single limit
of one million dollars ($1,000,000) per occurrence and an aggregate of not less
281-8-2019 CF Program Manual v. 12 10 2018 final draft 17
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
than two (2) times the occurrence amount ($2,000,000.00 minimum) for bodily
injury, including death and property damage, unless a greater amount is specified
in the contract specifications. The insurance coverage shall contain no limitations
on the scope of the protection provided and include the following minimum
coverage:
a. Broad Form Property Damage, with no employee exclusion;
b. Personal Injury Liability, including extended bodily injury;
C. Broad Form Contractual/Commercial Liability — including completed
operations;
d. Premises — Operations Liability (M&C);
e. Independent Contractors and subcontractors;
f. Blanket Contractual Liability.
Such insurance coverage shall be evidenced by one of the following methods:
* Certificate of Insurance;
* Self-insurance through an irrevocable Letter of Credit from a qualified
financial institution.
The County shall be named as an additional insured party under this policy.
Certificates of coverage as required by this section shall be delivered to the
County within fifteen (15) days of execution of this agreement.
Any deductibles or self-insured retention shall be declared to and approved by
the County prior to the approval of the contract by the County. At the option of
the County, the insurer shall reduce or eliminate deductibles or self-insured
retention or the Sponsor shall procure a bond guaranteeing payment of losses and
related investigations, claim administration and defense expenses.
The Sponsor shall include all subcontractors as insured under its insurance
policies or shall furnish separate certificates and endorsements for each
subcontractor. All insurance provisions for subcontractors shall be subject to all
of the requirements stated herein.
Failure of the Sponsor to take out and/or maintain any required insurance shall
not relieve the Sponsor from any liability under the Agreement, nor shall the
insurance requirements be construed to conflict with or otherwise limit the
obligations concerning indemnification.
It is agreed by the parties that insurers shall have no right of recovery or
subrogation against the County (including its employees and other agents and
agencies), it being the intention of the parties that the insurance policies so
affected shall protect both parties and be primary coverage for any and all losses
covered by the above described insurance. It is further agreed by the parties that
insurance companies issuing the policy or policies shall have no recourse against
the County (including its employees and other agents and agencies) for payment
of any premiums or for assessments under any form of policy. It is further agreed
by the parties that any and all deductibles in the above described insurance
policies shall be assumed by and be at the sole risk of the Sponsor.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 18
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
It is agreed by the parties that judgments for which the County may be liable, in
excess of insured amounts provided herein, or any portion thereof, may be
withheld from payment due, or to become due, to the Sponsor until such time as
the Sponsor shall furnish additional security covering such judgment as may be
determined by the County.
The County reserves the right to request additional insurance on an individual
basis for extra hazardous contracts and specific service agreements.
Any coverage for third party liability claims provided to the County by a "Risk
Pool" created pursuant to Ch. 48.62 RCW shall be non-contributory with respect
to any policy of insurance the Sponsor must provide in order to comply with this
Agreement.
If the proof of insurance or certificate indicating the County is an "additional
insured" to a policy obtained by the Sponsor refers to an endorsement (by
number or name) but does not provide the full text of that endorsement, then it
shall be the obligation of the Sponsor to obtain the full text of that endorsement
and forward that full text to the County.
The County may, upon the Sponsor's failure to comply with all provisions of this
contract relating to insurance, withhold payment or compensation that would
otherwise be due to the Sponsor.
K Independent Contractor
The Contractor and the County agree that the Contractor is an independent contractor
with respect to the services provided pursuant to this agreement. Nothing in this
agreement shall be considered to create the relationship of employer and employee
between the parties hereto. Neither Contractor nor any employee of Contractor shall
be entitled to any benefits accorded County employees by virtue of the services
provided under this agreement. The County shall not be responsible for withholding
or otherwise deducting federal income tax or social security or for contributing to the
state industrial insurance program, otherwise assuming the duties of an employer
with respect to Contractor, or any employee of Contractor. The Contractor shall not
sublet or assign any of the services covered by this contract without the express
written consent of the County or its authorized representative. Assignment does not
include printing or other customary reimbursable expenses that may be provided in
an agreement.
L. Ownership and Use of Documents
All documents, drawings, specifications and other materials produced by the Sponsor
in connection with the services rendered under this agreement shall be the property of
the Sponsor whether the project for which they are made is executed or not. The
County shall be permitted to retain copies, including reproducible copies, of drawings
and specifications for information, reference and use in connection with the
Sponsor's endeavors.
M. Compliance with Applicable Statutes, Rules, and Jefferson County Policies
This Agreement is governed by, and the Sponsor shall comply with, all applicable state and
federal laws and regulations, including RCW 84.34.210, and published agency policies,
which are incorporated herein by this reference as if fully set forth.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 19
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
N. Sponsor's Accounting Books and Records
The Sponsor shall maintain complete financial records relating to this contract and
the services rendered including all books, records, documents, receipts, invoices, and
all other evidence of accounting procedures and practices which sufficiently and
properly reflect all direct and indirect cost of any nature expended in the performance
of this contract. The Sponsor's records and accounts pertaining to this agreement are
to be kept available for inspection by representatives of the County and state for a
period of six (6) years after the date of the final payment to Sponsor. Copies shall be
made available upon request.
O. Licensing, Accreditation and Registration
The Sponsor shall comply with all applicable local, state and federal licensing,
accreditation, permitting and registration requirement/standards necessary for the
performance of this contract.
P. Disputes
Except as otherwise provided in this contract, when a bona fide dispute arises
between Jefferson County and the Sponsor and it cannot be resolved, either party
may request a dispute hearing with a mediator assigned by or associated with
Jefferson County District Court. Either party's request for a dispute hearing must be
in writing and clearly state:
a. the disputed issue(s),
b. the relative positions of the parties, and
a. the Sponsor's name, address and Agency contact number
These requests must be mailed to the Project Manager, Jefferson County
Environmental Health Department, 615 Sheridan St., Port Townsend, WA 98368,
within fifteen (15) days after either party received notice of the disputed issue(s). The
parties agree that this dispute process shall precede any action in a judicial or quasi-
judicial tribunal. The parties will split evenly the cost of mediation or whatever form
of dispute resolution is used.
Q. Termination for funding
Jefferson County may unilaterally terminate this contract in the event funding from
state, federal, or other sources are withdrawn, reduced, or limited in any way after the
effective date of this contract.
R. Termination for Convenience
The County reserves the right to terminate this agreement at any time by giving ten
(10) days written notice to the Sponsor.
S. Assignment
The Sponsor shall not sublet or assign any interest in this Agreement, and shall not
transfer any interest in this agreement without the express written consent of the
County.
T. Non -Waiver.
Waiver by the County of any provision of this agreement or any time limitation
provided for in this agreement shall not constitute a waiver of any other provision.
U. County Does Not Assume Additional Duties
The County does not assume any obligation or duty, except as required by federal or
state law, to determine if Sponsor is complying with all applicable statutes, rules,
codes ordinances or permits.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 20
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
V. Agreement Representatives
All written communications sent to the Sponsor under this Agreement will be addressed and
delivered to:
Sponsor Contact Conservation Futures Program Contact
Jefferson County Environmental
Health — Conservation Futures
615 Sheridan Street
Port Townsend, WA 98368
These addresses shall be effective until receipt by one party from the other of a written notice
of any change.
W. Entire Agreement/Severability
This agreement, along with all attachments, constitutes the entire agreement of the parties. No
other understandings, oral or otherwise, regarding this Agreement shall exist or bind any of
the parties. If any part of this Agreement is ruled or adjudicated to be unlawful or void, all
other sections of this Agreement shall continue to have full force and effect.
K Effective Date
This agreement, for the xxxxx (project) shall be effective upon signing by all parties.
Y. Venue:
Venue for any litigation arising from this Project Agreement shall be only in the Superior
Court in and for Jefferson County. Each party to this agreement shall be responsible for their
litigation costs, including attorney's fees.
DATED this day of
By
David Sullivan, Chair
Jefferson Board of County Commissioners
By
Attested:
Carolyn Gallaway, Deputy Clerk of the Board
Approved as to form:
Philip Hunsucker, Chief Civil DPA
20194.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 21
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Jefferson County Conservation Futures Program
Annual Project Reporting Form (template only)
1. Project Sponsor:
2. Project Title:
3. Project Number:
4. Status:
5. Approval Date:
6. Project goals and objectives:
7. Parcel number(s):
8. Total acreage:
9. Easement:
Title:
Seller:
10. Fee Simple
Seller:
11. Month and year that CF funding was awarded:
12. a). Purchase price: b). Total project cost:
13. Amount of CF award:
14. Month and year of acquisition:
15. Entity holding title:
16. Entity responsible for stewardship:
17. Plans or agreements pertaining to this acquisition:
18. O& M funds received since acquisition (list by year):
19. Existing and on-going activities and projects (for each O & M activity that has
occurred since October 1 of the previous year, please provide supporting
documentation):
20. New events, activities, projects (for each O & M activity that has occurred since
October 1 of the previous year, please provide supporting documentation):
21. Needs and challenges:
22. General progress towards project's objectives:
Completed by:
Title:
Organization:
Signature
Date
281-8-2019 CF Program Manual v. 12 10 2018 final draft 22
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Appendix B
PROJECTS MAP — 2018 version
281-8-2019 CF Program Manual v. 12 10 2018 final draft 23
h!W://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
281-8-2019 CF Program Manual v. 12 10 2018 final draft 24
h!W://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Conservation Futures
r - I
Jefferson County, Washington
ry
Is W�... _—
j
q �
1
i .
a
�j
i rm
I
e -
\
♦' " Iii
._ .....� ..
t
f \
..e.. _� � t
'
511
/ s
Ll
281-8-2019 CF Program Manual v. 12 10 2018 final draft 24
h!W://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
Appendix C
DEFINITIONS
"Conservation futures citizen oversight committee" means the Jefferson County
conservation futures citizen oversight committee established under this chapter.
"Conservation futures fund" means the Jefferson County conservation futures fund
established under this chapter.
"Conservation futures tax levy" means that Jefferson County tax levy upon all taxable
property in Jefferson County authorized by RCW 84.34.230.
"County" means Jefferson County and/or its conservation futures citizen oversight
committee.
"Cultural resources" means archeological and historic sites and artifacts, and traditional
religious ceremonial and social uses and activities of affected Indian Tribes and
mandatory protections of resources under chapters 27.44 and 27.53 RCW."Open space
land" means the fee simple or any lesser interest or development right with respect to real
property including, but not limited to, conservation futures, easements, covenants or other
contractual rights necessary to protect, preserve, maintain, improve, restore, limit the
future use of or conserve selected open space land, farm and agricultural land and timber
land (as those terms are defined in Chapter 84.34 RCW).
"Project' means open space land, or any lesser interest or development right in specific
real property, to which Jefferson County conservation futures tax levy funds are allocated
for acquisition under the procedure outlined under this chapter. [Ord. 1-14 § 1; Ord. 6-02
§ 1]
"Silviculture" means the practice of controlling the establishment, growth, composition,
health, and quality of forests for the production of forest products.
281-8-2019 CF Program Manual v. 12 10 2018 final draft 25
httn://www.co.jefferson.wa.us/560/Conservation-Futures-Proi4ram
STATE OF WASHINGTON
County of Jefferson
In the Matter of Establishing a Conservation }
Futures Program Application Period, Setting }
An Estimated Amount of Conservation }
Futures Funds Available, and Approving }
Program Materials for Use in the 2019 } RESOLUTION NO.
Conservation Future Funding Cycle }
WHEREAS, conservation futures tax levy collections, authorized under RCW
84.34.230, are an important means of retaining community character and accomplishing open space
policies and objectives of the Jefferson County Comprehensive Plan, and;
WHEREAS, Jefferson County is authorized by RCW 84.34.210 and 84.34.220 to
acquire open space land, agricultural and timber lands, as defined in RCW 84.34.220, and;
WHEREAS, the Conservation Futures Citizen Oversight Committee and program staff
have developed and revised program materials in accordance with Jefferson County Code Section
3.08.030, and;
WHEREAS, under the provisions of the Jefferson County Code Section 3.08.030(1), an
application submission date shall be established no later than March 30, and;
WHEREAS, under the provisions of the Jefferson County Code Section 3.08.030(1),
public notice shall be provided at least one month prior to the application submission date, and;
WHEREAS, Public Health has estimated the amount of Conservation Futures funds
available for new acquisition and operations and maintenance projects in 2019, and;
WHEREAS, Jefferson County Board of County Commissioners considers it in the best
public interest to establish the program application materials, period and available funding for the 2019
Conservation Futures funding cycle,
NOW, THEREFORE BE IT RESOLVED by the Jefferson County Board of
Commissioners as follows:
Jefferson County hereby approves of the 2019 final draft Conseivation Futures Program
Manual, Application, and Score Sheet.
2. The Conservation Futures application period will commence January 9, 2019 and the
application submission deadline will be March 22, 2018.
RESOLUTION NO. Establishing a Conservation Futures Program Application Period, Setting an Amount of
Conservation Futures Funds Available and Approving Program Materials for Use in the 2019 Conservation Futures
Funding Cycle
The total amount of Conservation Futures Funds available to the 2019 funding round is
estimated to be $205,000.
4. Of this amount, up to $30,600 is available to fund operations and maintenance projects.
APPROVED AND ADOPTED this day of
Washington.
SEAL:
ATTEST:
Carolyn Gallaway
Deputy Clerk of the Board
2018 in Port Townsend,
JEFFERSON COUNTY
BOARD OF COMMISSIONERS
David Sullivan, Chair
Kate Dean, Member
Kathleen Kler, Member